Financial Analysis: Beijing Capital International Airport (OTCMKTS:BJCHF) vs. Grupo Aeroportuario del Sureste (NYSE:ASR)

Grupo Aeroportuario del Sureste (NYSE:ASR) and Beijing Capital International Airport (OTCMKTS:BJCHF) are both industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, risk, earnings, valuation, profitability, analyst recommendations and dividends.

Profitability

This table compares Grupo Aeroportuario del Sureste and Beijing Capital International Airport’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Grupo Aeroportuario del Sureste	26.07%	21.32%	11.53%
Beijing Capital International Airport	N/A	N/A	N/A

Analyst Ratings

This is a summary of recent ratings and target prices for Grupo Aeroportuario del Sureste and Beijing Capital International Airport, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Grupo Aeroportuario del Sureste	2	2	4	1	2.44
Beijing Capital International Airport	0	0	0	0	0.00

Grupo Aeroportuario del Sureste presently has a consensus price target of $324.50, indicating a potential upside of 25.95%. Given Grupo Aeroportuario del Sureste’s stronger consensus rating and higher possible upside, analysts plainly believe Grupo Aeroportuario del Sureste is more favorable than Beijing Capital International Airport.

Earnings and Valuation

This table compares Grupo Aeroportuario del Sureste and Beijing Capital International Airport”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Grupo Aeroportuario del Sureste	$1.94 billion	3.98	$547.52 million	$18.59	13.86
Beijing Capital International Airport	N/A	N/A	N/A	$0.31	0.57

Grupo Aeroportuario del Sureste has higher revenue and earnings than Beijing Capital International Airport. Beijing Capital International Airport is trading at a lower price-to-earnings ratio than Grupo Aeroportuario del Sureste, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

10.6% of Grupo Aeroportuario del Sureste shares are owned by institutional investors. Comparatively, 12.9% of Beijing Capital International Airport shares are owned by institutional investors. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Dividends

Grupo Aeroportuario del Sureste pays an annual dividend of $19.85 per share and has a dividend yield of 7.7%. Beijing Capital International Airport pays an annual dividend of $0.12 per share and has a dividend yield of 70.3%. Grupo Aeroportuario del Sureste pays out 106.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Beijing Capital International Airport pays out 40.0% of its earnings in the form of a dividend. Beijing Capital International Airport is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Grupo Aeroportuario del Sureste beats Beijing Capital International Airport on 10 of the 13 factors compared between the two stocks.

About Grupo Aeroportuario del Sureste

Grupo Aeroportuario del Sureste, S. A. B. de C. V. holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. The company operates airports that are located in the cities of Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlán. It provides aeronautical services, which include passenger, aircraft landing and parking, passenger walkway, and airport security services. The company also offers non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, airlines, and other commercial tenants; catering, handling, and ground transportation services, as well as engages in the various commercial operations. In addition, it holds concessions to operate the Luis Muñoz Marín International Airport in San Juan, Puerto Rico; and various airports in Colombia, including the Enrique Olaya Herrera Airport in Medellín, the José María Córdova International Airport in Rionegro, the Los Garzones Airport in Montería, the Antonio Roldán Betancourt Airport in Carepa, the El Caraño Airport in Quibdó, and the Las Brujas Airport in Corozal. Grupo Aeroportuario del Sureste, S. A. B. de C. V. was founded in 1996 and is headquartered in Mexico City, Mexico.

About Beijing Capital International Airport

Beijing Capital International Airport Company Limited engages in the aeronautical and non-aeronautical businesses at the Beijing Capital Airport in the People's Republic of China. The company's aeronautical business is involved in the provision of aircraft landings and take-offs; passenger service facilities; ground support services; and firefighting services for domestic and foreign air transportation enterprises. Its non-aeronautical business includes the franchise-based operation of ground handling agent services for domestic and foreign airliners; in-flight catering services; duty free and other retail shops in the terminals, as well as restaurants and other catering businesses in terminals; leasing advertising spaces inside and outside the terminals; and other businesses. The company's non-aeronautical business also comprises the leasing of properties in the terminals; provision of car parking services; and provision of ground handling facilities for ground handling agent companies. As of December 31, 2023, the company had 82 airliners operating fixed commercial flights at the Beijing Capital Airport, including 25 domestic airliners and 57 airliners from foreign countries; and operated 221 flight points linking with the Beijing Capital Airport, including 138 domestic flight points and 85 international flight points. The company was incorporated in 1999 and is based in Beijing, the People's Republic of China. Beijing Capital International Airport Company Limited is a subsidiary of Capital Airports Holdings Co., Ltd.